Kelly Lai

Inquirer
DISC Type : cd

Director of Marketing Operations at Trellix

San Jose, California, United States

Overview

Kelly has no verified overview

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

6-2023
Director of Marketing Operations at Trellix
10-2021 - 6-2023
Sr. Manager, Marketing Operations at Druva
4-2020 - 10-2021
Marketing Operations Manager at Matterport
4-2018 - 4-2020
Marketing Operations Manager at Adobe
9-2017 - 4-2018
Marketing Operations Specialist at Rubrik, Inc.

Education

Bachelor of Arts (B.A.) from University of California, Santa Cruz

More Information

Social Presence :

Prographics :

Exp : 8 Location : San Jose, California, United States Job Level : Mid-senior Designation : Director of Marketing Operations at Trellix
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kelly

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Kelly take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kelly

Personality Compatibility


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